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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

534 hedge funds and large institutions have $14.3B invested in Vanguard Mortgage-Backed Securities ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 169 reducing their positions, and 46 closing their positions.

Holders
534
Holders Change
+20
Holders Change %
+3.89%
% of All Funds
8.42%
Holding in Top 10
41
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.13%
% of All Funds
0.65%
New
71
Increased
221
Reduced
169
Closed
46
Calls
$791K
Puts
$584K
Net Calls
+$207K
Net Calls Change
+$602K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.7B
2
Bank of America
2
Bank of America
North Carolina
$2.4B
3
BOH
3
Bank of Hawaii
Hawaii
$46.6M
4
Ameriprise
4
Ameriprise
Minnesota
$184M
5
RVPG
5
Relative Value Partners Group
$29.8M

Top Sellers

1
MG
1
Mather Group
Illinois
$138M
2
SWG
2
Summit Wealth Group
Vermont
$1.36M
3
Charles Schwab
3
Charles Schwab
California
$72.5M
4
MNG
4
Manning & Napier Group
New York
$21.5M
5
AF
5
Allworth Financial
California
$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
ALPS Advisors
Colorado
$5.8M +$38.9K +845 +0.7%
AFS
127
Annapolis Financial Services
Maryland
$5.76M -$2.09M -45,347 -27%
LFA
128
Level Financial Advisors
New York
$5.73M +$166K +3,604 +3%
GWSA
129
Global Wealth Strategies & Associates
Colorado
$5.63M +$220K +4,794 +4%
BAAM
130
Baker Avenue Asset Management
California
$5.57M +$761K +16,556 +16%
SWM
131
SigFig Wealth Management
California
$5.49M +$123K +2,693 +2%
MFG
132
Merit Financial Group
Georgia
$5.4M +$1.91M +41,585 +55%
HP
133
HT Partners
Connecticut
$5.34M +$11.1K +242 +0.2%
NA
134
NewEdge Advisors
Louisiana
$5.3M -$431K -9,380 -8%
CFGS
135
Concourse Financial Group Securities
Alabama
$5.28M -$33.4K -727 -0.6%
SFPM
136
Sensible Financial Planning & Management
Massachusetts
$5.19M +$396K +8,616 +8%
WJA
137
Willis Johnson & Associates
Texas
$5.16M +$660K +14,358 +15%
APC
138
Aspire Private Capital
North Carolina
$5.09M -$50.9K -1,106 -1%
ONB
139
Old National Bancorp
Indiana
$5.02M +$416K +9,045 +9%
WCM
140
Wunderlich Capital Managemnt
Tennessee
$5M +$39.7K +863 +0.8%
SSA
141
Schonfeld Strategic Advisors
New York
$4.96M +$3.38M +73,525 +214%
ICMP
142
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.85M +$3.32M +72,261 +218%
HC
143
Hamilton Capital
Ohio
$4.83M -$368K -8,011 -7%
PF
144
Parker Financial
Washington
$4.7M +$313K +6,803 +7%
CFAM
145
Center For Asset Management
Florida
$4.63M -$158K -3,439 -3%
PA
146
PFG Advisors
Arizona
$4.57M +$698K +15,177 +18%
BlackRock
147
BlackRock
New York
$4.52M +$4.52M +98,182 New
CAM
148
Clark Asset Management
New Hampshire
$4.46M +$803K +17,464 +22%
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$4.07M +$14.3K +312 +0.4%
SCA
150
STALEY CAPITAL ADVISERS
Pennsylvania
$4M +$4M +86,950 New
4 5
6
7 8